Who we are
I started JCS Retirement Tax Advisors because I kept seeing the same problem. People were getting good investment advice with no tax strategy behind it, or good tax preparation with no financial plan around it. The two were never talking to each other, and it was quietly costing people money.
So I built a firm where they talk. I'm a CFP® and an Enrolled Agent, which means the person planning your money is the same person thinking about the tax bill that money creates. Most people have an advisor and a tax person. Very few have one who does both and understands how tightly the two are tied together.
Here's how I think about the job. I help people be efficient with their money and make smart, educated decisions with it. Not chase the hot investment. Not try to beat the market. We focus on the things we can actually control, and taxes sit near the top of that list.
Jesse Stacy MTAX, CFP®, EA
Owner, Financial Planner, Tax Advisor
Jesse primarily works with two kinds of people, mostly. Folks at or near retirement with $1M or more in investments who want their savings to last and their tax bill to stay reasonable. And high-earning professionals, often with stock compensation and several income streams, whose financial lives got complicated faster than they expected and who want to hand that weight off and stay focused on their careers. What they share is that they want a professional in their corner who will challenge them, not just agree with them.
The Ohio State University, BA in Economics
University of Cincinnati, MS in Taxation
CFP Education at Bryant University (Boston Institute of Finance)
Contact us
Interested in understanding your taxes and strategically reducing them? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!